Services


We are an independent financial firm that is completely focused on serving our clients.

We provide individual, custom services in the following:


ACCOUNTING & TAX 

Tax planning is the core of our business. We have over 48 combined years of providing professional and effective income tax work and advice.

We assist individuals, families, and small businesses (including partnerships, LLC/LLPs, and corporations) in a goal to maximize tax efficiency within the limits of the tax code as well as federal and state laws and regulations.

Our primary area of focus is on families and small businesses. We can assist in an advisory role in mid- to larger businesses but are not able to offer bookkeeping services.

Our fee schedule is available here.